Legacy Financial Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Buy |
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|
2025
Q1 | $806K | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $907K | Buy |
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|
2024
Q2 | $715K | Buy |
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|
2024
Q1 | $624K | Buy |
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|
2023
Q4 | $506K | Buy |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $679K | Buy |
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|
2023
Q1 | $594K | Sell |
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|
2022
Q4 | $704K | Buy |
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|
2022
Q3 | $577K | Buy |
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $579K | Buy |
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|
2021
Q4 | $611K | Buy |
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|
2021
Q3 | $471K | Buy |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $417K | Sell |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $366K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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|
2019
Q3 | $202K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $165K | Buy |
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|
2018
Q4 | $138K | Buy |
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|
2018
Q3 | $122K | Buy |
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|
2018
Q2 | $122K | Buy |
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|
2018
Q1 | $96K | Buy |
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|
2017
Q4 | $83K | Buy |
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